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Owens & Minor Inc.: Irresistible Yield, Irresistible Valuation

Owens & Minor Inc.: Irresistible Yield, Irresistible Valuation

Introduction Recently, I have had several requests to write an article about Owens & Minor Inc (OMI). I had not looked at this company in a while, and boy oh, boy, was I surprised at what I found. Owens & Minor is on the “Dividend Contender” list produced by David Fish. Owens & Minor has raised […]
US Rig Count Soars Most In 10 Months As Production Hits Record High

US Rig Count Soars Most In 10 Months As Production Hits Record High

US rig counts rose by 12 in the last week – the biggest rise since March 2017 – as the lagged crude price is sparking more drilling and in turn sending production surging to a new record high… just shy of Saudi Arabia! US crude production surged back from its weather-impacted plunge to a new record high […]
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                        Style Index Rotation

E Style Index Rotation

Is it better to be a value investor or a growth investor? Last year growth indexes nearly doubled the performance of value indexes, but in 2016 value beat growth by a wide margin. Instead of being locked into one philosophy, it is best to employ a strategy that allows investors to rotate to whatever style […]
Colgate (CL) Stock Falls On Flat Q4 Earnings And Sales Lag

Colgate (CL) Stock Falls On Flat Q4 Earnings And Sales Lag

Colgate-Palmolive Co. (CL – Free Report) posted adjusted earnings of 75 cents a share in fourth-quarter 2017, in line with the Zacks Consensus Estimate and flat with the prior-year quarter. Including one-time items, earnings came in at 37 cents a share compared with 68 cents reported in the year-ago period. Total sales of $3,892 million improved 4.5% from […]
Q4 GDP Advance Estimate: Real GDP At 2.6%

Q4 GDP Advance Estimate: Real GDP At 2.6%

The Advance Estimate for Q4 GDP, to one decimal, came in at 2.6% (2.55% to two decimal places), a decrease over 3.2% for the Q3 Third Estimate. Investing.com had a consensus of 3.0%. Here is the slightly abbreviated opening text from the Bureau of Economic Analysis news release: Real gross domestic product (GDP) increased at an annual […]
Gold Upleg Breaking Out

Gold Upleg Breaking Out

Gold’s strong upleg accelerated this week, powering to major new breakout highs. Speculators rushed to buy gold futures following surprising weak-dollar comments from the US Treasury Secretary, which hit the US dollar hard. That boosted gold to critical technical levels that should really intensify the shift back to bullish psychology. This mounting gold breakout confirms […]
Billion Dollar Unicorns: Is The Duopoly Keeping AppNexus From Listing?

Billion Dollar Unicorns: Is The Duopoly Keeping AppNexus From Listing?

According to eMarketer, the US programmatic digital display ad spending was estimated to grow from $32.56 billion in 2017  to grow to $45.72 billion by 2019. The growth will be driven by continued emphasis on advertising quality and brand safety. Billion Dollar Unicorn player AppNexus is hoping to cash in on this growth, if it can address the competition from […]
BEA Estimates 4th Quarter 2017 GDP Growth To Be 2.54%

BEA Estimates 4th Quarter 2017 GDP Growth To Be 2.54%

In their first (and preliminary) estimate of the US GDP for the fourth quarter of 2017, the Bureau of Economic Analysis (BEA) reported that the US economy was growing at a +2.54% annual rate, down -0.62% from the prior quarter.  This is a report of sharp contrasts. Although the headline number is down relative to the prior […]
Bed Bath & Beyond Sinks After Analyst Says Sell With Competition Rising

Bed Bath & Beyond Sinks After Analyst Says Sell With Competition Rising

Shares of Bed Bath & Beyond (BBBY) dropped in morning trading after an analyst downgraded the stock to his firm’s equivalent of a Sell rating, citing concerns over the growth and margin outlook relative to peers. ANALYST TURNS BEARISH: JPMorgan analyst Christopher Horvers downgraded Bed Bath & Beyond to Underweight, his firm’s equivalent of a […]
Is Schwab Small-Cap Equity A Strong Mutual Fund Pick Right Now?

Is Schwab Small-Cap Equity A Strong Mutual Fund Pick Right Now?

There are plenty of choices in the Small Cap Growth category, but where should you start your research? Well, one fund that might be worth investigating is Schwab Small-Cap Equity (SWSCX – Free Report). SWSCX possesses a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on nine forecasting factors like size, cost, and past […]